How to create task boards on Daino Notes

beginner 8 min read Updated 2026-03-18

Quick Answer

Create task boards in Daino Notes by clicking the plus icon in your workspace, selecting 'Task Board' template, and configuring columns like To Do, In Progress, and Done. You can then add tasks as cards and customize the board layout to match your workflow needs.

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Prerequisites

Active Daino Notes account
Basic understanding of task management
Access to Daino Notes workspace
Familiarity with board layouts

Step-by-Step Instructions

Access the Board Creation Menu

Open your Daino Notes workspace and click the + New button in the top toolbar. From the dropdown menu, select Task Board to start creating your board. This will open the board template selection dialog.

Use the keyboard shortcut Ctrl+N (Cmd+N on Mac) for quicker access to the new board menu.

Choose a Board Template

Select from predefined templates like Simple Kanban, Project Management, or Custom Board. Click Simple Kanban for a basic three-column layout with To Do, Doing, and Done sections. This provides the best starting point for most workflows.

Start with Simple Kanban even for complex projects - you can always add more columns later.

Name and Configure Your Board

Enter a descriptive name in the Board Title field, such as "Marketing Campaign Tasks" or "Development Sprint". Choose your workspace location and set visibility permissions using the Share Settings dropdown. Click Create Board to proceed.

Customize Column Names and Add New Columns

Click the pencil icon next to each column header to rename them according to your workflow. To add new columns, click the + Add Column button at the right end of the board. Common column names include Backlog, Review, Testing, or Blocked.

Keep column names short and action-oriented for better visual clarity on smaller screens.

Add Your First Task Cards

Click + Add a card in any column to create your first task. Enter the task title, add a description using the text editor, and assign due dates or priority levels. Use @username to assign tasks to team members if working collaboratively.

Add task details like checklists and attachments by clicking on any card to open the detailed view.

Configure Board Settings and Automation

Click the Settings gear icon in the top-right corner of your board. Enable features like Auto-archive completed cards, set up Card templates for recurring tasks, and configure Notification preferences for board updates.

Enable card templates if you frequently create similar types of tasks to save time.

Organize and Filter Your Board View

Use the Filter button to display cards by assignee, due date, or priority level. Click Sort to arrange cards by creation date, alphabetically, or by priority. Save frequently used filter combinations as Custom Views for quick access.

Create separate views for different team members or project phases to reduce visual clutter.

Save and Share Your Board

Your board auto-saves as you work, but click Share to invite team members via email or generate a shareable link. Set appropriate permissions like View Only, Edit, or Admin based on each person's role in the project.

Common Issues & Troubleshooting

Board template options not loading

Refresh your browser and ensure you have a stable internet connection. If the issue persists, try creating a Custom Board and manually add columns instead of using templates.

Cannot move cards between columns

Check that you have Edit permissions for the board. If cards won't drag, try refreshing the page or use the Move to option in the card's context menu (three dots).

Team members not receiving board notifications

Verify that notification settings are enabled in Board Settings and ask team members to check their Account Preferences > Notifications to ensure Daino Notes emails aren't being filtered.

Board layout appears broken or columns are misaligned

Clear your browser cache and cookies for Daino Notes, then reload the page. If using browser zoom, reset to 100% zoom level as boards are optimized for standard zoom levels.

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